Full Resource List
We take a "household CFO" approach, providing full-service financial planning and investment management with great services and ongoing support at a reasonable price. We are independent fiduciaries and keep our fees low, well below Wall Street rates, while providing services they don’t offer.
We write on practical, thoughtful, well-sourced topics that apply to our clients written by David, Alishia and other humans--not AI.
Below is our full list of resources. Click on the tags in each post to see more on that topic.
Could One of Our Greatest Life Goals be Unethical?
At Lifetime Financial, we spend a lot of time Life Planning. We use a series of exercises that encourage clients to spend their time and money on the things that bring them the most fulfillment and flourishing. Travel is high (often number 1) on our fulfillment lists, including mine. For most of my life I have thought of it as a core value that has moral goodness. Was I right about that?